List Building So you’ve implemented your new CRM Software and you have all your customer and prospect data in the system. How do you allow your staff to use this data? How can they group it easily? How do they go about List Building?

The easy answer to all of the above is “Make sure your choice for CRM Software is Gold-Vision CRM”.

The traditional way for CRM Software to deal with List Building is to offer a separate filtering tool. This is normally the domain of 1 or 2 members of staff who understand how to use this often complex and time consuming function.

The result of this is that staff members either spend too much time List Building, or simply don’t do it. Surely there has to be an easier way to group companies, create marketing lists and run simple reports? Surely this functionality would be useful to all my staff?

If you’re asking these questions, then you’re in luck, there is!

List Building in Gold-Vision CRM takes just a few clicks and is used by everybody. The whole system is based around a list view that shows you a pre-determined number of columns with specific fields within them. Simply search each column individually to filter the data.

List Building in Gold-Vision CRM gets even more powerful, as you can use the drop down at the top of each column to choose different fields. Now all of a sudden every staff member can run complex filters in seconds.

What does this mean? Now all your sales staff can create prospect lists to market to, Marketing Managers can run more campaigns quickly and more easily using the market intelligence built up within the system, customer support staff can quickly group customers with a specific tool or solution!

List building is a powerful tool that should be used by all users, all of the time and with Gold-Vision CRM, it can be.